II TECHNOLOGY, LLC

Overview

II Technology, LLC is a small, SEC-registered investment adviser organized as an LLC that focuses on discretionary portfolio management for individuals, small businesses, investment companies and institutional clients. The firm’s client base spans both individual and family relationships and institutional mandates. Fee arrangements include a percentage-of-AUM component as well as other fee structures, reflecting flexibility in how client engagements are priced. Investment activity centers on public pooled vehicles—primarily mutual funds—as the core building blocks of client portfolios, with selective use of third‑party hedge fund managers to provide alternative return streams and diversification. The firm does not position itself as an ESG-focused investor. II Technology, LLC reports an individual owner structure and is not classified as a capital allocator or a multi-state adviser.

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Location & Offices